Sarah Foley is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Foley operates Foley Financial Group, through which she sells New York Life products and brokers non-registered insurance products. She also volunteers in a leadership role with Business Networking International in Spokane Valley. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elijah Moscinski is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at PNW Financial Services, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, with the majority of assets managed on a non-discretionary basis.

Bernard Rosen is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Outside of his advisory role, he serves on the board of the Museum of North Idaho and Jewish Beginnings, a nonprofit organization, and has operated Rosen Wellness, LLC since 2006. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis.

Alesha Lozano is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with more than $20 million in net worth.

Derek Hare is a financial advisor at Hightower Advisors with Series 65 certification and two years of industry experience. His prior work includes roles at Pacific Peak Advisors, Inland Mortgage Inc., and Eric Steven Law. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Hugh Severs is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving clients in more than 20 states. He works with a diverse clientele including entrepreneurs, established business owners and their employees, C-level executives in the technology sector, physicians, and multiple generations of families. His focus is on clients with dynamic financial needs such as founding, buying, growing, and selling businesses, managing stock options, planning for college education, and preparing for retirement. Hugh customizes investment portfolios guided by the firm's Chief Investment Office, encompassing multiple asset classes including equities, bonds, and alternative investments like real estate and hedge funds. He collaborates with clients' CPAs, attorneys, and trust professionals to align tax minimization and estate strategies and provides access to various lending solutions through Bank of America. Prior to joining Merrill in 2022, Hugh spent 12 years at Northwestern Mutual in roles including advisor, director of training and technology, and COO of a private wealth team. He holds a bachelor's degree in Landscape Architecture from Washington State University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Liberty Lake, Washington, Hugh lives with his wife, Jolene, and their two sons. He is active in community organizations such as the American Cancer Society, HUB Sports Center—where he serves on the board of directors—and SNAP. His personal interests include fishing, hunting, golfing, hiking, boating, camping, cooking, basketball, skiing, and traveling.

William Eldridge is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliates since 1988. Outside of his advisory role, he owns Treehouse Management Services, LLC, which manages payroll and office expenses. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations tailored to individual client portfolios.

Christopher Bradley is a financial advisor with LPL Financial based in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at VOYA Financial Advisors for seven years before joining LPL Financial in 2019. Outside of his advisory role, he is involved in real estate rental ownership in Sandpoint, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools.

Jennifer Darvis is a financial advisor with LPL Financial in Spokane, Washington, holding a Series 66 license and bringing 23 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Voya Financial Partners, and Piper Sandler & Co. Outside of advising, she provides administrative support to Mariner Independent Advisor Network, LLC and works part-time for Door Dash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jerry Karstetter is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent four years at City National Bank. Outside of advising, Karstetter is active in managing family orchards and agricultural properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies according to each client’s risk profile.

Stephen Cote is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Securities America Advisors and Kms Financial Services. Outside of financial advising, he operates a non-variable insurance agency providing term life, whole life, fixed annuities, group insurance, and universal life products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Kirt Fredericks is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Fredericks serves as a trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

Howard Barto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at firms including Washington Trust Bank, Principal Securities Inc, and Integral Planning & Wealth Management. He also serves as a trust officer and relationship manager at Washington Trust Bank. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Lance Nell is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Raymond James & Associates, having joined the firm in 2023. Prior to this, he worked at Bank of America, N.A. for 12 years and Merrill for 31 years. Outside of his advisory role, he serves as CEO of several business ventures, including Boyd Holdings LP and k-Squared Developments, which are involved in real estate brokerage and property rentals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a wide client base including individuals, institutional clients, and charitable organizations, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

Eugene Kubik is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Kubik serves on the board of the nonprofit Spring of Hope. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Travis Adams is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. from 2012 to 2018 before joining Financial Engines Advisors L.L.C., where he has been since 2018. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Matthew Sheffield is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services for 16 years and D.A. Davidson & Co. for 3 years. Sheffield operates from Spokane, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Suzanne Johnson is a financial advisor at RBC Capital Markets with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized strategies, combining in-house and third-party investment managers to provide portfolio management, financial planning, custody, and brokerage services.

Toby Storlie is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 65 and Series 63 licenses. He has experience at notable firms including J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he has been involved with A Wooden Wedding LLC, a business venture he managed from 2021 to 2024. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Heather Shea is a financial advisor with Wells Fargo Clearing based in Spokane, WA. She holds Series 63 and Series 65 registrations and has 31 years of industry experience. Prior to her current role, she was with Wells Fargo Advisors LLC for three years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.